Filed April 15, 2021 (most recent of 6 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC7+ years Filed as: T. ROWE PRICE Service code 37 · EIN 52-1481931 | Loan Processing | $6,510 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $270,458 | $120,450+124.5% | $159,436+69.6% | $93,030+190.7% |
| Participation rate | 88.9% | 78.0%+11.0pp | 82.8%+6.1pp | 73.9%+15.0pp |
| Annual return | 15.20% | 27.11%-11.9pp | 263.57%-248.4pp | 158.70%-143.5pp |
| Employer contribution / active EE | $14,776 | $3,526+319.1% | $4,829+206.0% | $2,706+446.1% |
| Participant deferral / active EE | $12,838 | $7,283+76.3% | $7,352+74.6% | $4,562+181.4% |
| Admin fee / account holder | $3 | $137-97.9% | $10,799-100.0% | $152-98.1% |